+998.5%
PAAS vs EVRG
+1,206.8%
-208.3%
-85.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.1% | +1.3% | +1.4% |
| 7D | +8.4% | +1.9% | +6.5% | +7.8% |
| 30D | -7.2% | +9.0% | -16.2% | -9.6% |
| 3M | -14.0% | +6.3% | -20.3% | -15.7% |
| 6M | -26.8% | +9.9% | -36.7% | -29.0% |
| YTD | -19.8% | +23.8% | -43.6% | -25.0% |
| 1Y | +22.8% | +19.9% | +2.9% | +16.0% |
| 3Y | +183.6% | +94.3% | +89.4% | +133.1% |
| 5Y | +73.8% | +64.6% | +9.2% | +49.1% |
| 10Y | +185.6% | +121.7% | +63.8% | +118.7% |
| All | +998.5% | +1,206.8% | -208.3% | +459.1% |
Cumulative growth
Daily Returns
Daily percentage return beside EVRG.
Daily Out/Under-Performance
Portfolio return minus EVRG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EVRG return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded EVRG wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling